09/18/2025
HSBC Private Bank unveils new AI-driven platform
The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.
Wealth and Asset Management
09/18/2025
Raiffeisen Switzerland extends the current strategy period until the end of 2026
The adoption of the new Group strategy will be postponed until the end of 2026.
09/18/2025
The 4 key behaviors of high-growth advisors that set them apart from the rest
Study reveals what fuels sustainable wealth management firm growth.
09/18/2025
Investment group pumps £4m into Oakglen Wealth
The investment will support the boutique's growth strategy and profit goal after it recorded a £3.3m annual loss in its first full year of trading.
09/18/2025
"Mirae Asset Securities' customer wealth management (WM) department values raising the wealth rankin..
When new innovation industries grow fast and there is a spate of emerging wealth, only active investment can keep the ranking of wealth."
09/18/2025
Five Arrows announces final closing of Five Arrows Debt Partners IV at €2.4 billion
The Fund and its associated vehicles successfully secured total commitments of €2.4 billion – comfortably ahead of its €2.0 billion target and more than 70% larger than its €1.4 billion predecessor fund.
09/18/2025
Bank of Singapore launches alternative solution to single-family offices for ultra-high net worth individuals
The UHNWIs will also have access to Bank of Singapore’s full suite of resources
09/18/2025
Flexible liquidity that could support your long-term growth plans
Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.
09/18/2025
CaixaBank boosts the mobilization of sustainable finance and reaches €20.99 billion in the first half of the year
The bulk of the sustainable mobilization achieved up to June, specifically 78%; corresponds to financing
09/18/2025
EFG’s ‘Renaissance banker’ prepares for cultural transition
With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli
09/17/2025
Professionals and firms shortlisted for awards
Now in their 15th year, the awards celebrate excellence in the private wealth sector across major international financial centres.
09/17/2025
J.P. Morgan Private Bank launches new Lifestyle Services Offering
New offering delivered by the Private Bank's Global Family Office Practice connects clients with a curated network of industry-leading providers and consultants
09/17/2025
AI helps ME wealth market catch up with the UK
Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.
09/17/2025
Citi Wealth Releases 2025 Global Family Office Report
Top priorities include portfolio resilience, navigating global trade disputes and addressing family needs.
09/17/2025
Investec expands international advisory business into Switzerland
The business has been rebranded as Investec and successfully integrated into Investec’s broader advisory business in Europe.
09/17/2025
Azalea Wealth Management, Hartlepool, opens new office
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
09/17/2025
J.P. Morgan Private Bank confirmed as Northern Leaders sponsor
BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th
09/17/2025
Women to invest less of their inheritance from the great wealth transfer
What adds to the situation is that females are almost twice as likely as men (27% vs 15%) to seek investment guidance from social media and ‘finfluencers’ rather than financial advisers.
09/17/2025
«Why the Swiss Financial Centre Now Needs Vision»
The banks are managing more assets, employing more people, and have demonstrated their resilience.
09/17/2025
Keyrock acquires Turing Capital in Luxembourg expansion
The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management